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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,455 | $99,031-59.1% | $86,597-53.3% | $147,585-72.6% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 16.33% | 1312.56%-1296.2pp | 964.96%-948.6pp | 578.57%-562.2pp |
| Employer contribution / active EE | $1,003 | $3,132-68.0% | $2,840-64.7% | $4,876-79.4% |
| Participant deferral / active EE | $2,007 | $3,972-49.5% | $3,609-44.4% | $5,439-63.1% |
| Admin fee / account holder | $45 | $5,711-99.2% | $4,906-99.1% | $10,885-99.6% |